Brian Birchmeier (CRD# 7079005) is an Investment Advisor Representative working at Lpl Financial LLC in Clio, MI and has over 4 years of experience in the finance industry.
CRD# 2117710
Grand Capital Advisors, LLC
CRD# 7076674
Grand Capital Advisors, LLC
CRD# 1031068
Cwm, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Clio, MI | Feb 2024 - Current | < 1 |
| Aero Retirement Options LLC | Flint, MI | Apr 2020 - Current | 4 |
| Gbn LLC | Clio, MI | Jul 2010 - Current | 13 |
| Cetera Advisors | Denver, CO | Apr 2020 - Feb 2024 | 3 |
| Pfs Investments Inc. | Auburn Hills, MI | Apr 2019 - Apr 2020 | 1 |
| Primerica Financial Services | Auburn Hills, MI | Nov 2018 - Apr 2020 | 1 |
| Charter Communications | Davison, MI | Feb 2014 - Jun 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2019 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2020 |
- MI
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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